Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

URI holding history

United Rentals, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overview All 13F holders of URI Full Q3 2023 holdings

Shares (Q3 2023): 728
Value: $323.6K
% of portfolio: 0.1%
Quarters held: 4; Since Q4 2022

Holdings of URI by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	728	$323.6K	0.1%	−19−2.5%	Reduced	Holders
Q2 2023	747	$332.7K	0.1%	−5−0.7%	Reduced	Holders
Q1 2023	752	$297.6K	0.1%	+2+0.3%	Added	Holders
Q4 2022	750	$266.6K	<0.1%	+750	New	Holders